NL Financial Alliance

We are dedicated to providing our clients with financial products and services tailored to their unique and specific needs. Our focus is on building lasting relationships with our clients based upon trust. Through those relationships we are able to develop a comprehensive, cohesive financial strategy. 

 
We specialize in retirement planning strategies, estate planning strategies, asset protection, strategic insurance and business continuation.
 
 
 
 
 
 

 

Roger Soo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC,  733 Third Avenue, Suite 200, New York, NY 10017, Tel:212-986-0400. All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

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